CREATIVE FINANCIAL DESIGNS INC /ADV
KOKOMO IN · SEC CIK 0000819864
$21.00亿2026Q2 申报市值
2,257持仓数
20.6%前十大占比 · 第一大 4.6%
191 / 105新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GARP 加仓+$2,858.69万
ELCV 加仓+$2,842.20万
AVUS 新建仓+$2,785.62万
TRFK 加仓+$2,665.61万
BIBL 加仓+$2,507.62万
2026Q2 卖出最多 按季末市值估算
VONG 减仓-$1,488.14万
FBND 减仓-$1,291.21万
PTNQ 减仓-$1,287.17万
JBND 清仓-$1,255.37万
TPIF 减仓-$1,110.45万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $83.25万 | 0.04% | 5,487 | 5,131 | 1,441.3% | $77.85万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $83.24万 | 0.04% | 3,014 | 755 | 33.4% | $20.85万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $83.23万 | 0.04% | 19,625 | 5,029 | 34.5% | $21.33万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $83.17万 | 0.04% | 166,680 | 32,556 | 24.3% | $16.25万 | 加仓 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $82.98万 | 0.04% | 14,060 | 200 | 1.4% | $1.18万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $82.57万 | 0.04% | 2,466 | 445 | 22.0% | $14.90万 | 加仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $82.43万 | 0.04% | 24,147 | 24,147 | — | $82.43万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $82.17万 | 0.04% | 5,540 | 36 | 0.7% | $5,340 | 加仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $81.75万 | 0.04% | 15,328 | -580 | -3.6% | -$3.09万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $81.40万 | 0.04% | 4,725 | 545 | 13.0% | $9.39万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $80.94万 | 0.04% | 15,342 | 2,689 | 21.3% | $14.19万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $80.48万 | 0.04% | 15,905 | 963 | 6.4% | $4.87万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $79.96万 | 0.04% | 1,248 | 18 | 1.5% | $1.15万 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $79.23万 | 0.04% | 6,214 | 6,096 | 5,166.1% | $77.73万 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME T COM | $79.23万 | 0.04% | 136,845 | 2,989 | 2.2% | $1.73万 | 加仓 |
| RPM | RPM INTL INC COM | $78.42万 | 0.04% | 7,055 | 6,803 | 2,699.6% | $75.62万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $78.25万 | 0.04% | 43,761 | 7,315 | 20.1% | $13.08万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $77.60万 | 0.04% | 6,250 | 2 | 0.0% | $248 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $77.50万 | 0.04% | 34,232 | 1,405 | 4.3% | $3.18万 | 加仓 |
| FISR | STATE STREET FIXED INCOME SECTOR ROTATION ETF | $75.59万 | 0.04% | 29,470 | 8,155 | 38.3% | $20.92万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $75.16万 | 0.04% | 11,125 | 524 | 4.9% | $3.54万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $75.13万 | 0.04% | 2,119 | 1,042 | 96.8% | $36.95万 | 加仓 |
| UNP | UNION PAC CORP COM | $74.89万 | 0.04% | 2,753 | 161 | 6.2% | $4.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $74.39万 | 0.04% | 736 | 32 | 4.5% | $3.23万 | 加仓 |
| SYY | SYSCO CORP COM | $73.95万 | 0.04% | 8,848 | 127 | 1.5% | $1.06万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $73.68万 | 0.04% | 1,971 | 405 | 25.9% | $15.14万 | 加仓 |
| LQD | ISHARES IBOXX CORPORATE BOND ETF | $73.66万 | 0.04% | 6,753 | -1,206 | -15.2% | -$13.15万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $73.40万 | 0.03% | 7,799 | 190 | 2.5% | $1.79万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $73.27万 | 0.03% | 5,361 | -459 | -7.9% | -$6.27万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $73.21万 | 0.03% | 4,099 | 4,059 | 10,147.5% | $72.49万 | 加仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $72.42万 | 0.03% | 32,328 | 14,931 | 85.8% | $33.45万 | 加仓 |
| XLSR | STATE STREET US SECTOR ROTATION ETF | $72.23万 | 0.03% | 11,137 | 1,005 | 9.9% | $6.52万 | 加仓 |
| PPG | PPG INDS INC COM | $70.67万 | 0.03% | 5,827 | 8 | 0.1% | $970 | 加仓 |
| BKH | BLACK HILLS CORP COM | $70.57万 | 0.03% | 9,485 | 170 | 1.8% | $1.26万 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $70.37万 | 0.03% | 13,970 | 3,546 | 34.0% | $17.86万 | 加仓 |
| — | WISDOMTREE CYBERSECURITY FUND | $70.30万 | 0.03% | 19,410 | 3,067 | 18.8% | $11.11万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $69.87万 | 0.03% | 7,087 | 7,087 | — | $69.87万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $69.56万 | 0.03% | 13,009 | 2,760 | 26.9% | $14.76万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $69.39万 | 0.03% | 2,367 | -7 | -0.3% | -$2,052 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $68.79万 | 0.03% | 1,587 | 193 | 13.8% | $8.37万 | 加仓 |
| SLB | SLB LIMITED COM STK | $68.42万 | 0.03% | 14,717 | -1,021 | -6.5% | -$4.75万 | 减仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $68.22万 | 0.03% | 22,471 | -15,897 | -41.4% | -$48.26万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $68.01万 | 0.03% | 3,759 | 6 | 0.2% | $1,085 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $68.00万 | 0.03% | 8,866 | 260 | 3.0% | $1.99万 | 加仓 |
| — | GLOBAL X GENOMICS & BIOTECHNOLOGY ETF | $67.59万 | 0.03% | 11,892 | 1,332 | 12.6% | $7.57万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $67.57万 | 0.03% | 6,307 | -2,424 | -27.8% | -$25.97万 | 减仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $67.35万 | 0.03% | 12,225 | 1,369 | 12.6% | $7.54万 | 加仓 |
| — | EVENTIDE LARGE CAP VALUE ETF | $67.34万 | 0.03% | 23,520 | 2,209 | 10.4% | $6.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $66.99万 | 0.03% | 694 | 128 | 22.6% | $12.36万 | 加仓 |
| — | WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND | $66.58万 | 0.03% | 29,448 | 4,424 | 17.7% | $10.00万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $66.43万 | 0.03% | 8,365 | -886 | -9.6% | -$7.04万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $66.33万 | 0.03% | 3,583 | 93 | 2.7% | $1.72万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $66.21万 | 0.03% | 13,565 | -75 | -0.5% | -$3,661 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $65.50万 | 0.03% | 2,246 | -10 | -0.4% | -$2,916 | 减仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $65.02万 | 0.03% | 34,348 | 2,324 | 7.3% | $4.40万 | 加仓 |
| DOV | DOVER CORP COM | $64.69万 | 0.03% | 2,884 | 36 | 1.3% | $8,075 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $64.05万 | 0.03% | 1,860 | 208 | 12.6% | $7.16万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $63.98万 | 0.03% | 8,852 | 128 | 1.5% | $9,251 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $63.79万 | 0.03% | 5,680 | 47 | 0.8% | $5,279 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $63.64万 | 0.03% | 8,759 | -2,319 | -20.9% | -$16.85万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $63.29万 | 0.03% | 4,032 | 2,536 | 169.5% | $39.81万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $62.96万 | 0.03% | 2,792 | -251 | -8.2% | -$5.66万 | 减仓 |
| ADBE | ADOBE INC COM | $62.65万 | 0.03% | 3,056 | 2,406 | 370.2% | $49.33万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | $62.11万 | 0.03% | 19,750 | 0 | 0.0% | — | 不变 |
| CRF | CORNERSTONE TOTAL RETURN FD COM | $62.03万 | 0.03% | 86,397 | 34,385 | 66.1% | $24.69万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $61.84万 | 0.03% | 12,220 | 5,360 | 78.1% | $27.13万 | 加仓 |
| PNR | PENTAIR PLC SHS | $60.97万 | 0.03% | 7,953 | 1,579 | 24.8% | $12.10万 | 加仓 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $60.50万 | 0.03% | 12,147 | 11,347 | 1,418.4% | $56.52万 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $60.02万 | 0.03% | 5,613 | 759 | 15.6% | $8.12万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC COM SHS CL A | $59.93万 | 0.03% | 10,728 | 10,728 | — | $59.93万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $59.90万 | 0.03% | 1,691 | 397 | 30.7% | $14.06万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $59.67万 | 0.03% | 4,361 | 210 | 5.1% | $2.87万 | 加仓 |
| AGZ | ISHARES AGENCY BOND ETF | $59.61万 | 0.03% | 5,455 | -2,009 | -26.9% | -$21.95万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $59.60万 | 0.03% | 5,598 | -1,816 | -24.5% | -$19.33万 | 减仓 |
| WCLD | WISDOMTREE CLOUD COMPUTING FUND | $58.87万 | 0.03% | 18,366 | 4,615 | 33.6% | $14.79万 | 加仓 |
| QCOM | QUALCOMM INC COM | $58.69万 | 0.03% | 3,176 | 418 | 15.2% | $7.72万 | 加仓 |
| — | ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI | $58.39万 | 0.03% | 11,705 | 644 | 5.8% | $3.21万 | 加仓 |
| GRPM | INVESCO S&P MIDCAP 400 GARP ETF | $58.13万 | 0.03% | 4,466 | 207 | 4.9% | $2.69万 | 加仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $57.73万 | 0.03% | 22,692 | 1,762 | 8.4% | $4.48万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $56.85万 | 0.03% | 6,201 | 465 | 8.1% | $4.26万 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $56.85万 | 0.03% | 2,593 | -399 | -13.3% | -$8.75万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $56.76万 | 0.03% | 4,840 | -172 | -3.4% | -$2.02万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $56.76万 | 0.03% | 5,170 | -3,300 | -39.0% | -$36.23万 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $56.18万 | 0.03% | 3,397 | 20 | 0.6% | $3,307 | 加仓 |
| TAN | INVESCO SOLAR ETF | $55.79万 | 0.03% | 9,432 | 9,432 | — | $55.79万 | 新建仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $55.72万 | 0.03% | 7,405 | 3,549 | 92.0% | $26.71万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $55.67万 | 0.03% | 8,484 | 316 | 3.9% | $2.07万 | 加仓 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $55.61万 | 0.03% | 20,005 | 2,624 | 15.1% | $7.29万 | 加仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $55.28万 | 0.03% | 8,827 | 742 | 9.2% | $4.65万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $54.88万 | 0.03% | 9,394 | 409 | 4.6% | $2.39万 | 加仓 |
| CSCO | CISCO SYS INC COM | $54.85万 | 0.03% | 4,670 | 847 | 22.2% | $9.95万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $54.76万 | 0.03% | 1,592 | 94 | 6.3% | $3.23万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $54.66万 | 0.03% | 20,001 | -251,949 | -92.6% | -$688.57万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $54.21万 | 0.03% | 13,455 | 1,213 | 9.9% | $4.89万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $53.89万 | 0.03% | 18,608 | 16,935 | 1,012.3% | $49.04万 | 加仓 |
| WSBC | WESBANCO INC COM | $53.75万 | 0.03% | 13,771 | 12,223 | 789.6% | $47.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $53.72万 | 0.03% | 12,687 | 510 | 4.2% | $2.16万 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $53.54万 | 0.03% | 26,128 | 25,660 | 5,482.9% | $52.58万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $52.93万 | 0.03% | 20,806 | 19,124 | 1,137.0% | $48.65万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $52.70万 | 0.03% | 8,826 | 1,571 | 21.7% | $9.38万 | 加仓 |